Private Wealth Partners’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-400
| Closed | -$355K | – | 174 |
|
|
2024
Q3 | $355K | Hold |
400
| – | – | 0.03% | 143 |
|
|
2024
Q2 | $303K | Sell |
400
-130
| -25% | -$98.4K | 0.02% | 141 |
|
|
2024
Q1 | $437K | Buy |
530
+230
| +77% | +$190K | 0.04% | 116 |
|
|
2023
Q4 | $242K | Hold |
300
| – | – | 0.02% | 149 |
|
|
2023
Q3 | $218K | Hold |
300
| – | – | 0.02% | 148 |
|
|
2023
Q2 | $235K | Hold |
300
| – | – | 0.02% | 144 |
|
|
2023
Q1 | $216K | Buy |
+300
| New | +$216K | 0.02% | 145 |
|
|
2020
Q2 | – | Sell |
-721
| Closed | -$450K | – | 112 |
|
|
2020
Q1 | $450K | Hold |
721
| – | – | 0.08% | 85 |
|
|
2019
Q4 | $421K | Buy |
+721
| New | +$421K | 0.06% | 93 |
|
|
2019
Q3 | – | Sell |
-721
| Closed | -$364K | – | 121 |
|
|
2019
Q2 | $364K | Sell |
721
-8
| -1% | -$4.04K | 0.06% | 100 |
|
|
2019
Q1 | $330K | Buy |
+729
| New | +$330K | 0.05% | 98 |
|